SEIDLER EQUITY PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$186M
Accounts
32
Employees
41
Advisory reps
6

Firm details

Headquarters
MARINA DEL REY, California
CRD number
156909
Registered since
February 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seidler Equity Partners is a limited liability company registered with the SEC in 2012 that operates as an independent private equity–focused RIA. The firm positions itself as a capital allocator for institutional clients and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member on its funds. Its compensation mixes asset-based fees with performance-linked fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • JOSEPH AVEN

    Chief Financial OfficerCRD 8244992

  • Stan Mortensen

    Chief Legal OfficerCRD 7704296

Contacts

3 of 4
  • MATTHEW SEIDLER

    PartnerCRD 4730855

  • JEFFREY HAYES

    Deputy General Counsel & CCOCRD 8054250

  • ERIC KUTSENDA

    Co-Founder & Managing PartnerCRD 6025680

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MARINA DEL REY, CA

LOS ANGELES

Location

MARINA DEL REY, CA

Headquartered in MARINA DEL REY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
4640 Admiralty Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth